WISDOMTREE TR

$DLN
← All companies Sign in to track
Smart money positioned

12 of the Top-200 alpha managers hold $DLN as of the latest 13F snapshot.

13F holders
458
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

12 holders · Q1 2026

$DLN is held by 12 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 9.16%, with an average of 0.79% of portfolio. Largest holder: NerdWallet Wealth Partners, LLC at 9.16%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
NerdWallet Wealth Partners, LLC
9.16% NEW
α +11.3pts
02
Linscomb Wealth, Inc.
0.17% NEW
α +32.6pts
03
Costello Asset Management, INC
0.08% held
α +14.3pts
04
Courier Capital LLC
0.02% held
α +14.9pts
05
GM Advisory Group, LLC
0.02% held
α +16.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 458 · Source: 13F-HR
01
Taconic Capital Advisors LP
0.09% of portfolio
3,886,664 sh
02
Lowe Brockenbrough & Co. Inc.
0.18% of portfolio
3,128,328 sh
03
Corre Partners Management, LLC
0.26% of portfolio
2,588,235 sh
04
Crestline Management, LP
0.08% of portfolio
2,532,210 sh
05
Cary Street Partners Financial LLC
1.47% of portfolio
1,701,436 sh
06
Shulman DeMeo Asset Management LLC
2.19% of portfolio
1,346,277 sh
07
Compass Advisory Group LLC
4.59% of portfolio
1,165,060 sh
08
Sheaff Brock Investment Advisors, LLC
0.07% of portfolio
1,162,489 sh
09
State Farm Mutual Automobile Insurance Co.
0.01% of portfolio
1,154,556 sh
10
FengHe Fund Management Pte. Ltd.
0.10% of portfolio
1,006,997 sh
See all 458 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DLN in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DLN in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 07:51 UTC.